Commonwealth Equity Services’s Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF SZNE Stock Holding History

Commonwealth Equity Services’s Portfolio SZNE Stock Details SZNE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-34,320	Closed	-$1.3M	–	3653
2021 Q2	$1.3M	Buy	+34,320	New	+$1.28M	﹤0.01%	1724
2020 Q3	–	Sell	-21,198	Closed	-$549K	–	3124
2020 Q2	$549K	Sell	21,198 -6,161	-23%	-$154K	﹤0.01%	1818
2020 Q1	$603K	Sell	27,359 -4,089	-13%	-$116K	﹤0.01%	1579
2019 Q4	$979K	Buy	31,448 +18,161	+137%	+$543K	﹤0.01%	1441
2019 Q3	$384K	Buy	13,287 +285	+2%	+$8.21K	﹤0.01%	2034
2019 Q2	$373K	Buy	13,002 +283	+2%	+$7.95K	﹤0.01%	2028
2019 Q1	$343K	Buy	+12,719	New	+$329K	﹤0.01%	2039

Other funds holding SZNE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Commonwealth Equity Services's SZNE Position: Q3 2021 in Review

Commonwealth Equity Services sold out of Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF (SZNE) in Q3 2021, closing a stake of 34,320 shares — an estimated $1.3M sold.

Commonwealth Equity Services first reported a position in SZNE in Q1 2019 and held it in 7 quarters. The position peaked at $1.3M in Q2 2021. 26 funds tracked by Wall St. Rank hold SZNE as of Q3 2021.

Commonwealth Equity Services reported no remaining Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position as of Q3 2021 after selling out during the quarter.
Commonwealth Equity Services sold 34,320 Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF shares in Q3 2021, an estimated $1.3M.
Commonwealth Equity Services first reported a position in Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF in Q1 2019 and held it in 7 quarters.
Commonwealth Equity Services's Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position peaked at $1.3M in Q2 2021.
26 funds tracked by Wall St. Rank held Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF as of Q3 2021.

Based on Commonwealth Equity Services's 13F filing for Q3 2021, filed 29 Oct 2021.